Alliance Partners LLC
● SEC registered since 2011CRD 157700SEC# 801-72413Chevy Chase, MD
Reg. AUM
$1.94B
Employees
21
Accounts
107
Location
Chevy Chase, MD
Alliance Partners LLC assets under management
Alliance Partners LLC is an SEC-registered investment adviser based in Chevy Chase, MD. The firm has been registered since 2011. It reports $1.9 billion in regulatory assets under management and employs 21 people.
Alliance Partners LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Derek A Anderson Control | Chief Compliance Officer | Under 5% | 2025 |
| Forbright Bank Control | Member | Over 75% | 2018 |
| Hugh Michael O'Connor Control | Treasurer | Under 5% | 2018 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Alliance Partners LLC manage?
Alliance Partners LLC reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Alliance Partners LLC have?
Alliance Partners LLC reports 21 employees.
Where is Alliance Partners LLC located?
Alliance Partners LLC is based in Chevy Chase, MD and has been SEC-registered since 2011.
Does Alliance Partners LLC disclose fund performance?
Alliance Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4445 Willard Avenue, Suite 1100, Chevy Chase, MD 20815-3695 |
| Phone | 301-232-5400 |
| Fax | 301-656-2739 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.94B▼ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$1.94Bregulatory AUM
Discretionary $439.9MNon-discretionary $1.5B